Position in NNI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,124,221
+$501,352 QoQ
Shares Held
53,433
+4.0% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
3.84%
of 13F equity value
Holder Rank
#30
of 212 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in NNI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Guardian Wealth Management, Inc. holds $9,480,104 across 2 Credit Services names. NNI ranks #1 (75.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNI |
Nelnet Inc
This page
|
53,433 | $7,124,221 | |
| 2 | MA |
Mastercard Inc
|
4,587 | $2,355,883 |
All Filings in NNI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,124,221 | 53,433 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $6,622,869 | 51,356 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,545,354 | 49,228 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,205,808 | 49,496 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,779,604 | 47,718 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,140,828 | 46,343 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,716,729 | 44,160 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,311,246 | 46,886 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $4,682,627 | 46,427 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,340,554 | 45,859 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,409,729 | 27,315 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,370,016 | 26,534 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,555,369 | 26,486 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,327,114 | 25,325 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,248,331 | 24,775 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,931,681 | 24,393 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,987,262 | 23,311 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,740,595 | 20,480 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,924,589 | 19,703 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||